Principal Financial Group
BCHP icon

Principal Financial Group’s Principal Focused Blue Chip ETF BCHP Stock Holding History

Principal Financial Group’s Portfolio BCHP Stock Details BCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-198,099
Closed -$7.26M – 2255
2025
Q2 		$7.26M Hold
198,099
– – ﹤0.01% 1410
2025
Q1 		$6.39M Hold
198,099
– – ﹤0.01% 1471
2024
Q4 		$6.74M Hold
198,099
– – ﹤0.01% 1482
2024
Q3 		$6.55M Hold
198,099
– – ﹤0.01% 1468
2024
Q2 		$6.37M Hold
198,099
– – ﹤0.01% 1471
2024
Q1 		$6.19M Hold
198,099
– – ﹤0.01% 1504
2023
Q4 		$5.64M Hold
198,099
– – ﹤0.01% 1517
2023
Q3 		$4.85M Buy
+198,099
New +$5.03M ﹤0.01% 1551

Other funds holding BCHP

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Principal Financial Group's BCHP Position: Q3 2025 in Review

Principal Financial Group sold out of Principal Focused Blue Chip ETF (BCHP) in Q3 2025, closing a stake of 198,099 shares — an estimated $7.26M sold.

Principal Financial Group first reported a position in BCHP in Q3 2023 and held it in 8 quarters. The position peaked at $7.26M in Q2 2025. 8 funds tracked by Wall St. Rank hold BCHP as of Q3 2025.

  • Principal Financial Group reported no remaining Principal Focused Blue Chip ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 198,099 Principal Focused Blue Chip ETF shares in Q3 2025, an estimated $7.26M.
  • Principal Financial Group first reported a position in Principal Focused Blue Chip ETF in Q3 2023 and held it in 8 quarters.
  • Principal Financial Group's Principal Focused Blue Chip ETF position peaked at $7.26M in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.